Account Type******** *****Account Owner**** ****Account Opps/Deals******** ********Closed Won • Dec 24****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Dennis WilsonCo Chief Financial OfficerView Profile, dennis wilsonBrad MargisonFirst Vice President Wealth ManagementView Profile, brad margisonBrian OkeefeSenior Vice President FinanceView Profile, brian okeefe